AUMdb

Puerto Rico Federal Credit Union 1081.01 Retirement Plan

Sponsored by Puerto Rico Federal Credit Union · EIN 660239950 · Plan #001

Total assets
—
Net assets
—
Active participants
45
With balances
28

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oriental Bank And Trust Trustee (directed) $4,271
Empower Annuty Insurance Company Of Recordkeeping fees $3,866
Benefit Consulting Group Of Pr Inc Contract administrator $1,152
Empower Advisory Group Llc Investment management $11